Valeo Financial Advisors’s Summit Midstream SMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $356K | Sell |
|
|||||
|
2024
Q3 | $529K | Hold |
|
|||||
|
2024
Q2 | $537K | Hold |
|
|||||
|
2024
Q1 | $421K | Hold |
|
|||||
|
2023
Q4 | $270K | Hold |
|
|||||
|
2023
Q3 | $209K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $232K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $192K | Hold |
|
|||||
|
2022
Q1 | $225K | Hold |
|
|||||
|
2021
Q4 | $335K | Hold |
|
|||||
|
2021
Q3 | $537K | Hold |
|
|||||
|
2021
Q2 | $459K | Hold |
|
|||||
|
2021
Q1 | $356K | Hold |
|
|||||
|
2020
Q4 | $189K | Hold |
|
|||||
|
2020
Q3 | $148K | Hold |
|
|||||
|
2020
Q2 | $224K | Buy |
|